Microsoft pushes its own AI models, eyes enterprise market as earnings surge

Key Points

• Microsoft posted $90 billion in quarterly revenue and $35.8 billion in net income.
• CEO Satya Nadella announced a push for Microsoft‑built AI models (MAI) alongside OpenAI and Anthropic offerings.
• Nadella warned against relying on a single model after a recent OpenAI‑related security breach at Hugging Face.
• The MAI family runs on Microsoft’s Maya AI chips, promising up to 40% better performance per watt.
• New models include MAI Thinking One (reasoning) and MAI Cyber One Flash, touted as cheaper, higher‑performing alternatives.
• Microsoft emphasizes a separate "harness" layer to give enterprises control over data and model choice.
• The strategy targets enterprise concerns about data leaks, vendor lock‑in, and compliance.